Invest Southwest
Initial consultation free
Independent
We are a multi award winning, established and experienced team of Independent Financial Advisers in Taunton and around the Southwest.
We can advise you on
Clients
helped
74helped
Minimum
pension value
£50k+pension value
Minimum
wealth
£50k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Matthew Duncan BSc Hons, CeFA, CeMAP, CeLTCI, DipFA, CeRER, MIFS, CeRER
Managing Director
Mr Paul Booker
Independent Financial Adviser
Mr Paul Gold DipPFS CeMAP
Independent Financial Adviser
Mr Owen Irish
Independent Financial Adviser
What our clients say
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Mr & Mrs W
Our experience has been very favourable. Paul listened to what we wanted and delivered without trying to ”sell” us anything else. He explanations were clear and simple without being patronising.
mm
Mr & Mrs M
Paul understands our requirements, carries out in depth research, thorough and knowledgeable and has always offered very good investment advice.
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Mrs B
Very friendly professional company.
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Mr B
My wife has been using the professional advice and services of Invest Southwest for many years and always found their experience and expertise to be outstanding. Last year I approached them to see if...
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Mr P
Our adviser (Paul) was as always very helpful with our latest investments and keeps us updated with any changes applying to the investments throughout the year cannot be faulted.
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Mr & Mrs H
Matt at Invest Southwest, has been incredibly helpful over the years, and offered us some very useful advice.
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